See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $45,438 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $11,439 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $3,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,347 | $56,317-17.7% | $71,209-34.9% | $74,304-37.6% |
| Participation rate | 63.8% | 55.1%+8.7pp | 73.8%-10.0pp | 60.3%+3.4pp |
| Annual return | 11.36% | 42.83%-31.5pp | 282.51%-271.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $472 | $2,160-78.2% | $2,721-82.7% | $2,241-78.9% |
| Participant deferral / active EE | $3,225 | $2,788+15.7% | $4,175-22.8% | $3,767-14.4% |
| Admin fee / account holder | $324 | $2,290-85.8% | $5,349-93.9% | $2,969-89.1% |